Integration
Connect ActiveTrail and IntelligenceBank
When Contact Added to Group fires in ActiveTrail, your agent runs Create Permission Group in IntelligenceBank, or New Database Record in IntelligenceBank to Add Contact to Group in ActiveTrail. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ActiveTrail and IntelligenceBank to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What ActiveTrail and IntelligenceBank can do together
From ActiveTrail to IntelligenceBank
When Contact Added to Group in ActiveTrail
then Create Permission Group in IntelligenceBank
When Contact Updated in ActiveTrail
then Add Record Multi-Upload Field File or URL in IntelligenceBank
From IntelligenceBank to ActiveTrail
When New Database Record in IntelligenceBank
then Add Contact to Group in ActiveTrail
When New Folder in IntelligenceBank
then Add email campaign in ActiveTrail
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with ActiveTrail and IntelligenceBank
Triggers and actions 17 triggers · 37 actions
Trigger
Contact Added to GroupTriggers when a contact is added to a group (any group).
Trigger
Contact Removed From GroupTriggers when a contact is removed from a group (any group).
Trigger
Contact UnsubscribedTriggers when a contact unsubscribes from receiving further emails.
Trigger
Contact UpdatedTriggers when a contact record in ActiveTrail is updated via the API (status or details).
Action
Add Contact to GroupAdd a new or an existing contact to a specific group (The new contact will be created if not already exists).
Action
Add email campaignCreates a new email campaign for one or more groups, and either sends/schedules it or saves it as a draft.
Action
Add groupCreates a new group in your ActiveTrail account and returns it.
Action
Add orderAdds an order (or updates it if the order id already exists) to ActiveTrail Commerce, with its customer, amounts and products.
Action
Add templateCreate a template in My Templates.
Action
Delete groupDeletes a group from the ActiveTrail account.
Action
Find GroupReturns up to 100 groups whose name matches the search term.
Action
Get email campaignRetrieves an ActiveTrail email campaign by its id, including its details, design, template, A/B settings and e-commerce data.
Action
Get groupGet a group's details (name, contact counts, creation date) by its id.
Action
Get orderReturns a commerce order by your store's order id.
Action
Get templateReturns one of your My Templates by id: its name, subject and category.
Action
List email campaignsLists the account's email campaigns, optionally filtered by mailing list, content category, name, send type and last-updated date range.
Action
List groupsLists the groups in the ActiveTrail account, optionally filtered by group name.
Action
Remove Contact From GroupRemoves a contact from an ActiveTrail group. The contact itself stays in the account.
Action
Update groupRename an existing ActiveTrail group.
Trigger
New Database RecordTriggers when a new record is added to a chosen database.
Trigger
New FolderTriggers when a new resource folder is added, at the root or inside a chosen folder.
Trigger
New Markup CommentTriggers when a new markup comment is added to a resource, record or workflow request.
Trigger
New or Updated Database RecordTriggers when a record in the chosen IntelligenceBank database is created or updated.
Trigger
New or Updated Record FileTriggers when a file attached to a database record is added or updated.
Trigger
New or Updated ResourceTriggers when a resource (file, URL or other asset) is created or updated in IntelligenceBank.
Trigger
New or Updated UserTriggers when a user is created or updated in IntelligenceBank.
Trigger
New Permission GroupTriggers when a new permission group is added.
Trigger
New Record File RevisionTriggers when a new file or file revision is uploaded to a database record.
Trigger
New ResourceTriggers when a new resource (file, URL or other asset) is added in IntelligenceBank.
Trigger
New UserTriggers when a new user is added to IntelligenceBank.
Trigger
Updated ResourceTriggers when an existing resource (file, URL or other asset) is updated in IntelligenceBank.
Trigger
Updated UserTriggers when a user in IntelligenceBank is updated.
Action
Add Record Multi-Upload Field File or URLAppends file or URL attachments to a multiple-upload field on an existing database record.
Action
Create Compliance Risk ReviewStarts a compliance risk review of text or an uploaded file and returns the new review's id.
Action
Create Database RecordCreates a new record in an IntelligenceBank database, filling in its form fields.
Action
Create FolderCreates a resource folder or sub-folder with a name and optional description.
Action
Create Markup CommentCreates a markup comment on a workflow request, database record or record file you participate in.
Action
Create Permission GroupCreates a permission group, optionally copying another group's permissions.
Action
Create Record File Workflow RequestCreates an approval workflow request for a file attached to a database record's multi-upload field.
Action
Create ResourceCreates a new file resource in a folder, attaching a previously uploaded file along with its name, description, keywords and metadata.
Action
Delete Database RecordDeletes a database record.
Action
Delete Markup CommentDeletes a markup comment by its ID.
Action
Get Compliance Risk Review DetailsReturns the status and results of a compliance risk review, including findings once the review has completed.
Action
Search Database RecordsSearches records in one database and returns the matches.
Action
Search FoldersSearches resource folders by keyword or parent folder and returns the matching folders.
Action
Search Markup CommentsReturns markup comments whose text contains the given keywords, optionally limited to comments made on one item.
Action
Search Permission GroupsSearches permission groups by name and returns the matching groups.
Action
Search UsersSearches IntelligenceBank users by keyword or email and returns the matching users.
Action
Update Permission GroupUpdates the name or description of an existing multi-user permission group.
Action
Update Resource MetadataUpdates the metadata of an existing resource, such as its name, description, keywords, dates, ownership details, filters and custom upload fields.
Action
View a RecordReturns all details of one database record.
Action
View FilterReturns a single filter and its values, as set up under Admin > Filters.
Action
View GroupReturns the details of one permission group.
Action
View Resource DetailsReturns all details of one resource.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
ActiveTrail and IntelligenceBank, answered
What can start an automation from ActiveTrail?
Any of ActiveTrail's 4 triggers in the catalog, including Contact Added to Group, Contact Removed From Group, Contact Updated and Contact Unsubscribed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in IntelligenceBank when something happens in ActiveTrail?
Any of IntelligenceBank's 22 actions, including Create Compliance Risk Review, Create Database Record, Create Folder and Create Markup Comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from IntelligenceBank to ActiveTrail?
Yes. When something happens in IntelligenceBank, your agent can act in ActiveTrail too. This page covers both directions: IntelligenceBank's triggers and ActiveTrail's actions are listed here as well.
Do I have to build a connector for ActiveTrail or IntelligenceBank?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use ActiveTrail and IntelligenceBank without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.